9.3

With 42 years of legal practice, for decades I have been the "Family Wealth Strategis" (sm). For many years I have been awarded the prestigous AV -Preeminent Rating from Martindale-... more

With 42 years of legal practice, for decades I have been the "Family Wealth Strategis" (sm). For many years I have been awarded the prestigous AV -Preeminent Rating from Martindale-Hubbell which states this rating is "a testament to the fact that a lawyer's peers rank him or her at the highest level of professional excellence." This peer reviewed rating is awarded to less than 5% of lawyers n...view profile

7.4

6.9

I have been engaged in private law practice in California since 1982, with an emphasis in the areas of estate and gift planning, tax planning, trust administration, probate, business... more

I have been engaged in private law practice in California since 1982, with an emphasis in the areas of estate and gift planning, tax planning, trust administration, probate, business and succession planning, and charitable giving. I graduated 2nd in my class from Southwestern University Law School in Los Angeles and received a Master’s Degree in Taxation (LL.M.) from New York University School ...view profile

10.0

Jacob Stein is a Partner with the law firm Klueger and Stein, LLP, in Encino, California. The firm’s practice is limited to international tax planning, asset protection planning and... more

Jacob Stein is a Partner with the law firm Klueger and Stein, LLP, in Encino, California. The firm’s practice is limited to international tax planning, asset protection planning and structuring complex business transactions, focusing on cross-border transactions. Jacob received his law degree from the University of Southern California, and his Master’s of Law in Taxation from Georgetown Uni...view profile

10.0

Barbara Bergstein specializes in elder law and estate planning. Her practice includes estate and gift taxation planning, asset preservation for government benefits (Medi-Cal), durable... more

Barbara Bergstein specializes in elder law and estate planning. Her practice includes estate and gift taxation planning, asset preservation for government benefits (Medi-Cal), durable powers of attorney and probate, including probate and trust controversy. Ms. Bergstein is frequently consulted regarding the uses and drafting of special needs trusts for families with disabled children. In addit...view profile

Licensed for 22 years

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AVVORATING

9.4

7.3

Tax attorneys understand the interplay of different tax laws and regulations, and in planning strategies to minimize people's tax liabilities. Many tax laws are written by lawyers for lawyers, and as such are very difficult to understand. There are also many different types of taxes and tax laws–for example, income taxes, corporate and business taxes, death taxes, property taxes, estate and gift taxes, sales taxes, and international taxes. Sometimes taxes are based on an inflated or incorrect value the government has placed on an entity or activity. Tax attorneys will help you challenge the value or the tax itself, and help you reduce your taxes through careful planning.